Copilot Cowork

Build a proposal for [CLIENT NAME] for [PROJECT/SERVICE]. Steps: (1) Research recent correspondence with this client from emails and Teams, (2) Draft the proposal in Word using our [TEMPLATE] with their specific needs, (3) Create a pricing comparison in Excel with [OPTIONS — 3 tiers], (4) Build a 4-slide summary deck in PowerPoint for the pitch meeting, (5) Draft a cover email to [CLIENT CONTACT] with the proposal attached.

Compile my weekly status report for [WEEK/PERIOD]. Gather: (1) Action items completed from my emails and Teams chats, (2) Key decisions made in meetings this week, (3) Blockers or escalations raised, (4) Plans for next week based on my calendar. Write it up in Word as a formatted status report and email it to [MANAGER/TEAM] by end of day Friday.

Repurpose this [CONTENT] into: LinkedIn post, executive summary in Word, 3-slide deck, email to stakeholders, Teams channel post. Consistent messaging.

Compile a report on [CUSTOMER] across all touchpoints. Gather emails, meetings, support tickets, contract status. Produce a health summary in Word and 3-slide deck.

Research [TOPIC] and produce: (1) Detailed research document in Word with sources, (2) One-page executive brief, (3) 3-slide PowerPoint summary, (4) Draft email to [RECIPIENTS] with brief attached. Check in after research before final outputs.

Give me an end-of-day summary. Include: (1) What I accomplished today based on sent emails, completed tasks, and meetings attended, (2) Action items I committed to but have not done yet, (3) Tomorrow's calendar preview with prep needed, (4) Any emails that still need a response. Present as a clean daily wrap-up I can review in 2 minutes.

Prepare me for my meeting with [PERSON/COMPANY] on [DATE]. Research: recent emails and chats between us, their last shared documents, any open action items. Create: (1) A one-page briefing document in Word, (2) 3-5 talking points, (3) Any data they might reference from our shared files. Add 15 minutes of prep time to my calendar before the meeting.

Help me onboard [NEW HIRE NAME] joining as [ROLE] on [START DATE]. Create: (1) A welcome email with first-week schedule, (2) An onboarding checklist in a Loop page the team can update, (3) A 30/60/90 day plan in Word, (4) Calendar invites for their orientation meetings, key 1:1s, and team introductions. Send the welcome email on [DATE — day before they start]. Check in with me before sending anything external.

Compile my travel itinerary for [TRIP — destination / dates]. Search my emails for: flight confirmations, hotel bookings, meeting invites, and any relevant documents. Create a day-by-day itinerary in Word with: travel details, meeting times and locations, contact information, and links to important documents. Add travel blocks to my calendar and set reminders for check-in times.

Prepare my Q2 business review for [AUDIENCE — leadership / board / client]. Pull the latest numbers from [EXCEL FILE OR DATA SOURCE], create a 6-slide PowerPoint with key metrics, trends, and recommendations. Draft a one-page executive summary in Word. Then draft an email inviting [STAKEHOLDERS] to the review meeting and attach the deck. Check in with me before sending anything.

Create a project kickoff package for [PROJECT NAME]. Include: (1) A project charter in Word with objectives, scope, success criteria, and risks, (2) A timeline in Excel with phases, milestones, and owners, (3) A RACI matrix for [TEAM MEMBERS], (4) A 5-slide kickoff deck in PowerPoint, (5) A kickoff meeting invite for [DATE] with the charter attached. Base the scope on [SOURCE — these notes / this brief / this email thread].

Review my calendar for the next two weeks. Reschedule any low-priority or optional meetings to free up at least 2 hours of uninterrupted focus time every day. Keep all meetings with [PRIORITY CONTACTS — my manager / clients / direct reports]. Send polite reschedule requests to affected attendees. Block the freed time as Focus Time in my calendar.

Perform a quarterly cleanup: (1) Find unfinished files for review, (2) Identify unread email subscriptions, (3) Flag inactive Teams channels, (4) Check expired sharing permissions, (5) Summarise unused licences. Present a cleanup checklist.

I have [NUMBER] unread emails from the past [PERIOD — week / 3 days / while I was on leave]. Triage them: (1) Categorise by urgency (respond today, respond this week, FYI only, can delete), (2) Summarise each urgent email in one sentence, (3) Draft responses for the top [NUMBER — 5 / 10] most urgent. Show me the drafts for approval before sending.